By the Cliont product teamUpdated September 9, 2026

home health care lead intake software for practices

Qualify more home health care leads before the first call

A basic contact form gives you a name, an email, and silence. Cliont greets every visitor with your video, walks them through their visit, collects documents, and hands you a scored, qualified lead.

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●Video greeting●Guided intake●Document upload●Instant lead scoring

Live previewQuestion 1 of 6

What type of help with medications is needed?

Reminders to take medication on time

Organizing pills into a schedule or dispenser

Hands-on administration of medication

6 home health care intakes

A custom intake for every home health care visit

Each one is a ready-to-embed smart survey tuned to the visit — open any to try the exact experience your leads would complete.

6-question intake

Medication Support

In-home assistance helping older adults manage, organize, and take prescribed medications safely and on schedule.

Preview intake →

6-question intake

Occupational Therapy at Home

In-home occupational therapy sessions that help older adults regain daily living skills, safety, and independence after illness, injury, or decline.

Preview intake →

7-question intake

Physical Therapy at Home

In-home physical therapy sessions that help older adults improve mobility, strength, and balance after injury, surgery, or illness.

Preview intake →

6-question intake

Wound Care

In-home nursing support for assessing, cleaning, dressing, and monitoring wounds to promote healing and prevent complications for a senior.

Preview intake →

6-question intake

Post-Hospital Care

Short-term home support helping a person recover safely after a hospital stay, including daily assistance and recovery monitoring.

Preview intake →

6-question intake

Skilled Nursing

In-home nursing care provided by licensed professionals for medical needs such as wound care, medication management, and monitoring chronic conditions.

Preview intake →

Qualification

Information you need before every home health care visit

Help With Medications Needed
Many Different Medications Person
Licensed Nurse Required Administer
Soon Medication Support Needed
Person Who Can Authorize
Person Receive Care
Main Reason Occupational Therapy
Doctor Or Hospital Recommended
Daily Activities Most Difficult
Person Needing Therapy Live

Lead scoring

How home health care lead scoring works

Value signals

Reminders to take medication on time
Organizing pills into a schedule or dispenser
Hands-on administration of medication
Tracking refills and communicating with pharmacy
Licensed Nurse Required Administer: yes
Person Who Can Authorize: yes

Urgency signals

Immediately

The difference

Your visitor has a real visit. A contact form can’t hear it.

Patients and caregivers arrive ready to explain the visit. Give them a conversation instead of a dead form — and get exactly what you need to win it.

Basic contact form

Three empty fields and silence

No visit details or scope
No documents or context
No way to tell a real lead from a tire-kicker
You chase; most never reply

Cliont intake

A guided conversation that converts

Full visit scope in their own words
Relevant photos and documents attached
Every lead scored by value
High-intent leads flagged for you

The patient journey

From first click to qualified lead

Follow patients and caregivers through one smooth, guided flow.

They land & meet you

Your video greeting plays instantly — a real face instead of a blank form.

They explain the visit

Smart questions adapt to their visit and capture the full scope.

They share details

Symptoms, history, and documents come attached before the visit.

You get a ready lead

Scored and qualified — waiting for you to win it.

Implementation

From template to routed lead

Cliont handles website intake and qualification; your existing business system remains the source of record after handoff.

Choose the right intake

Start with the industry, service, and visit template that matches the work you want to qualify.

Configure the experience

Add your video greeting, keep the questions you need, and choose which answers affect fit, urgency, and value.

Connect it to your site

Embed the guided intake on the relevant service page and test the complete phone, tablet, and desktop experience.

Route the qualified lead

Send the score, answers, and uploads into your chosen notification, CRM, or calendar workflow for staff follow-up.

FAQ

Home Health Care lead-intake FAQs

What does a home health care intake collect?

Each home health care template asks job-specific questions drawn from the selected service, then captures contact details and relevant documents. The resulting submission gives the team more context than a name-and-email contact form.

How are home health care leads scored?

Cliont weights answers that indicate scope, urgency, fit, and potential value. It sends the score with the visitor's answers so the team can prioritize stronger home health care opportunities without manually reviewing every raw submission first.

Can visitors try a home health care intake on a phone?

Yes. The guided intake is designed for mobile, tablet, and desktop browsers. Visitors can answer questions and attach the requested files from the device they already have with them.

Where can qualified home health care leads be sent?

Cliont can route qualified leads to email, SMS, Slack, common CRM and calendar tools, Zapier, webhooks, or an API workflow. Cliont handles lead intake and qualification; the connected practice or business system remains the source of record after handoff.

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